+620.2%
ADI vs PWR
+1,844.4%
-1,224.3%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.7% | -2.1% | -2.4% |
| 7D | +9.5% | +11.3% | -1.8% | +4.3% |
| 30D | -1.4% | -8.9% | +7.5% | +2.4% |
| 3M | +4.7% | -10.5% | +15.2% | +9.3% |
| 6M | -7.4% | -22.2% | +14.7% | +2.4% |
| YTD | +48.1% | +42.7% | +5.3% | +22.4% |
| 1Y | +69.6% | +41.1% | +28.5% | +40.8% |
| 3Y | +144.4% | +242.7% | -98.4% | +27.3% |
| 5Y | +134.1% | +418.5% | -284.4% | -3.9% |
| All | +620.2% | +1,844.4% | -1,224.3% | +40.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded PWR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling